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The Grant Williams Podcast
Join Grant Williams and his guests for a series of random walks around the fringes of finance and gain a better understanding of how the economic sands are shifting beneath our feet.
15 hours ago
The End Game Ep. 16: Russell Clark - Preview
Bill and Grant welcome Russell Clark of Russell Clark Investment Management to The End Game for a deeply fascinating discussion which draws on Russell’s wealth of knowledge about Japan to map the path taken by the Bank of Japan and attempt to figure out what clues it can offer us as to the ultimate End Game. Russell details his experiences trying to buy JGBs and the lightbulb moment he experienced during the process and digs deep into the connection between food prices and inflation – explaining just how important (and misunderstood) the food complex is by most investors. What follows is another conversation guaranteed to send you in a totally different direction in your own search for The End Game...
4 days ago
The Narrative Game Ep. 5: Casino! - Preview
Ben and Grant examine the recent reddit/WallStreetBets assault on Wall Street and pick apart the narrative surrounding a story that’s kept the financial world (and far beyond) in its thrall for weeks on end. Is this the revolution it’s purported to be? Is Main Street finally ‘sticking it to the suits’, or is there a different truth behind thousands of headlines describing a stock market that’s turned into a casino? Ben explains the different players at the poker table, the distinctly misaligned interests of each and why the appearance of a new ‘bully’, while interesting fodder for social media, disguises the fact that the real beneficiaries of this so-called revolution are quietly rubbing their hands in glee ... safe in the comfortable confines of their Wall Street offices.
Feb 14, 2021
The End Game Ep. 15: Jim Stack - Preview
In this special preview, Grant and Bill welcome Jim Stack of InvesTech Research to The End Game for a fascinating conversation about how Jim sees The End Game playing out. From the outcome desired this time around by the Federal reserve to the results the last time they blew an epic, speculative bubble in the late-1990s, Jim explains where his technical signals suggest we are in the process, what he’s looking for to suggest the party may finally be winding up and why tenure in the investment industry is going to be hugely important in the months to come. Jim runs through his proprietary indicators, explains why he pays little attention to sentiment indicators and offers some hope for a smooth transition from the everything bubble to something resembling normalcy (whatever that is these days)... To hear the full conversation, head to www.grant-williams.com and subscribe to the Copper or Silver Tier.
Feb 10, 2021
The Grant Williams Podcast: Anthony Deden, Edelweiss Holdings - Preview
In this special preview, Grant welcomes his friend and mentor, Anthony Deden of Edelweiss Holdings for an incredibly thought-provoking conversation about Tony's investment framework, the difference between an investment business and an investment practice, the perils of trying to convert GLD into physical metal and much, much more. To hear the full 2.5 hour conversation, head to www.grant-williams.com and subscribe to the Copper or Silver Tier.
Jan 29, 2021
The Grant Williams Podcast - Short Shrift
Grant invites two accomplished shortsellers, Marc Cohodes and Bill Fleckenstein to discuss the wild gyrations in equity markets in recent days as a coordinated move by retail investors to attack 'shortsellers' and inflict pain upon Wall Street proves to be, in some ways at least, a roaring success. There are, however, nuances to this story which are perhaps not broadly understood and are in need of a little illumination - most notably, the difference between 'shortsellers' and 'highly leveraged hedge fund shorts'. Bill, Marc and Grant discuss the important differences between the two, the events that have transpired and the potential path from here as well as some thoughts on why and how the system is broken, where the anger of retail investors ought to perhaps more accurately be directed and why this growing revolution may be an important turning point...
Jan 28, 2021
Super Terrific Happy Hour Ep. 9 - David Rosenberg: I've Never Met A Rude Canadian
Stephanie and Grant welcome David Rosenberg of Rosenberg Research to The Super Terrific Happy Hour for a fun-filled conversation about the disconnect between the economy and risk assets, the probability Rosie places on the return of significant inflation and much, much more. From the negligible likely impact of the supposed positives of Covid life on overall GDP to the importance of having robust econometric models and understanding the dramatic changes to spending and saving habits by U.S. consumers, Rosie offers a masterful breakdown of the most important factors to be considered when assessing where we go from here. It looks as though Q3 is setting up to be a very, very important watershed...
1 hr 20 min
Jan 24, 2021
The Grant Williams Podcast - Both Sides Of The Coin: A Civilized Bitcoin Debate
Grant welcomes Mike Green of Logica Funds and Nic Carter of Castle Island Ventures & CoinMetrics for a civilized debate about Bitcoin (with a little Tether chat thrown in for good measure). With so much polarization around this topic, it seemed like a good opportunity to try and flesh out the case both for and against bitcoin with two men who've become vocal proponents for their respective causes. What followed was a wonderful exchange of ideas with both Mike and Nic demonstrating precisely why each side of the debate values their opinion so highly. Will any minds be changed by this? It's highly unlikely... but let's see, shall we? REMINDER: This is the penultimate free edition of The Grant Williams Podcast. After February 1, all new episodes will be behind a paywall. Sign up for the Copper or Silver tiers at www.grant-williams.com today to make sure you never miss an episode
1 hr 55 min
Jan 22, 2021
The End Game Ep. 14 - Paul Singer
Bill and Grant welcome Paul Singer, Founder, President, Co-Chief Executive Officer, and Co-Chief Investment Officer of Elliott Investment Management L.P. Among the topics covered in this extremely rare and endlessly fascinating conversation are Paul's thoughts on the importance of understanding markets are little more than mass experiments in psychology, the fallacy of 'sitting passively', the creation of value for clients and the corner into which the Fed and other central banks have painted themselves. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The End Game after February 1st.
1 hr 3 min
Dec 20, 2020
The End Game Ep. 13 - The Return Of The Lord Of The Dark Matter
James Aitken makes a very welcome return to The End Game to take a look back at 2020 and a look forward to 2021. Where did he get things wrong and why? What went according to his forecasts, and, most importantly, what has this turbulent year taught him that will help him in the future? From the dangers of 'Big Dicking it' to Robert Shiller's nasty case of FOMO to the curious birth of the Equity Vigilantes, James shows precisely why his thoughts are so indispensable to his clients. Oh, and for all you crypto zeal...fans out there, this is a conversation you won't want to miss - albeit one with a potentially nasty sting in its tail... Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
2 hr 20 min
Dec 13, 2020
Super Terrific Happy Hour Ep. 8 - Peter Atwater: Our Sentimental Friend
Stephanie and Grant Welcome Peter Atwater, the brains behind Financial Insyghts to the Super Terrific Happy Hour for a discussion about mood and markets. The three discuss how the stock market's blistering rise has been fueled by sentiment, the places Peter sees potential trouble brewing and the dangers of complacency amidst today's euphoria. In addition Stephanie takes a look at everybody's favourite subject - the dollar - and ponders what the strange action of the world's reserve currency in recent months may portend. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 8 min
Dec 1, 2020
The End Game Ep. 12 - Fred Hickey
Bill and Grant are joined by their mutual friend, Fred Hickey, author of The High Tech Strategist for over 30 years. Despite a couple of technical glitches, what follows is an extraordinary deep dive into Fred's process for producing his incredible monthly letter, an examination of gold's role in a portfolio and some detailed explanations as to why gold and, in particular, some of the companies that pull it from the ground have an important role to play in The End Game. Yes, Bitcoin is discussed. No, Bitcoin fans won't like what's said, but their time will come so don't let that distract you from what is an absolutely phenomenal contribution to our search for The End Game... Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 25 min
Nov 14, 2020
The End Game Ep. 11 - Jim Rogers
After a series of brain-churning conversations, take a breather this week and join us for a fun-filled journey around the investment world with the one and only Jim Rogers. Hear Jim's candid views on Japan, China, North Korea, the UK and the opportunities available in Venezuela, as well as cryptocurrencies, the impossibility of being short anything right now and the subject on everybody's lips post-the U.S. election - Chinese wine stocks... Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 13 min
Nov 4, 2020
The End Game Ep. 10 - Chris Cole
Chris Cole of Artemis Capital Management is the latest stellar guest to grace The End Game as he takes Bill and Grant on an extraordinary journey through the many ways in which volatility affects risk assets. From Golems & Tulpas to the Ouroboros, Chris paints a remarkable picture of the twin realms of fantasy and reality and how they intertwine to create the world around us. From the option market tail wagging the equity market dog to the assured disaster awaiting the pension fund industry, Chris explains volatility's important role in the present and, importantly, the future. This is yet another profound, unmissable conversation in the search for The End Game... Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 46 min
Nov 1, 2020
The Narrative Game Ep. 4 - Events, Dear Boy, Events
With the U.S. election just hours away, Ben Hunt joins Grant to discuss the narrative heading into a seemingly climactic event upon which so much is riding. Orwell's 1984, the words you need to recognise as both sides try to mobilise opinion and the importance of creating an 'Other' all come under the microscope as does, troublingly, Ben's choice for the big theme of 2021: regime change around the world. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
Oct 28, 2020
Super Terrific Happy Hour Ep. 7 - John Hathaway: Being A Doyen Is A Good Thing, Right?
Join Stephanie and Grant for a fascinating conversation with a true legend of the precious metals industry, John Hathaway. The three discuss John's storied career, what the gold market looked like twenty years ago, how John's experience of multiple cycles has helped him deal with the volatility inherent in the precious metals space and what he expects to see going forward. Gold's role in a portfolio, how to identify potential investments and the importance of managing the psychological component of what can be a tempestuous ride all come under the microscope. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 1 min
Oct 15, 2020
The End Game Ep. 9 - Felix Zulauf
Bill and Grant welcome the incomparable Felix Zulauf to The End Game. What follows is a true masterclass in macro thinking as Felix joins a complicated series of dots to lay out both a cohesive vision of the present, and an impressive roadmap for the future. The likely end of a 40-year bull market in bonds, the all-important inflation vs deflation debate as well as gold, the dollar and so much more all come under Felix's acute gaze. Once again, this episode of The End Game will have your head spinning...
1 hr 5 min
Oct 7, 2020
The End Game Ep. 8 - Dr. Marc Faber
Bill and Grant welcome the one and only Dr. Marc Faber, author and publisher of the Gloom Boom and Doom Report to The End Game to seek his perspective on what comes next. Lessons the world can learn from the Japanese experience, the Asian reality versus the perspective offered by Western media outlets and the difference between China Bears and China Bashers are all discussed as is the ultimate fate of the US dollar - something Dr. Faber labels a 'time bomb'. So sit back, relax and join us for an hour of vintage Faber. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 21 min
Oct 1, 2020
Super Terrific Happy Hour Ep. 6
Stephanie and Grant are back for another Super Terrific Happy Hour as the pair discuss the inflation/deflation debate, the disconnect between the economy and the data, the curious case of the rising housing market and what life (and markets) may look like in a post-Covid world. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 1 min
Sep 15, 2020
The End Game Ep. 7 - Edward Chancellor
Bill and Grant welcome historian, journalist and author Ed Chancellor to The End Game. Ed’s remarkable book, Devil Take The Hindmost, chronicles three centuries of bubbles and manias and, in this wonderful conversation, he shares his thoughts on how and why they end, the historical parallels previous bubbles share with today and the likely problems the world faces at it moves through The End Game. Entertaining, insightful and packed with historical relevance, this is a conversation you won’t want to miss. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 23 min
Sep 7, 2020
The Grant Williams Podcast - TC
WARNING: AN OPEN MIND IS REQUIRED TO LISTEN TO THIS PODCAST!! In the first of yet another random series of conversations, Grant welcomes TC to the podcast to discuss the recent edition of TC's Chartcast featuring Tesla whistleblower, Karl Hansen. TC explains how that episode came about, his thoughts on Karl's story and the broader implications of continuing poor behaviour by bad actors and regulators alike against a backdrop of increasing corporate malfeasance. Thoughtful, considered and compelling, TC shares tales of his own harassment since a social media experiment became a Twitter phenomenon and offers thoughts on what happens next. Confirmation bias for bears, kryptonite for bulls but, in the middle, for those willing to listen, lies great importance for all. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 44 min
Aug 16, 2020
The Narrative Game Ep. 3 - The Grift That Keeps On Giving
Ben and Grant reconvene to discuss the broader changes evidenced by two very different presidential interviews, and the extraordinary ongoing escalation in the level of pure grift swamping the world - a situation which becomes seemingly more egregious with each passing day. Chris Cornell's level of happiness, the thoughts of Yogi Berra and Blaise Pascal and the damage that a mobster called Bobo could do to a man armed only with a bag of oranges are all referenced in an attempt to try and unravel the narratives du jour. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
Aug 9, 2020
The End Game Ep. 6 - Lacy Hunt
Bill and Grant welcome a man who is the absolute epitome of the phrase 'a scholar and a gentleman', Lacy Hunt, to The End Game. The three discuss arguably one of the greatest trades of the century: Lacy and his partner, Van Hoisington's 40-year bet on deflation. Lacy talks about staying the course, the methodology they used to simplify their framework and what it might take for them to change tack after all this time. The perfect counterpoint to Russell Napier's appearance in Episode 5 of The End Game, Lacy uses his encyclopedic knowledge of econometric analysis, financial history and regulatory frameworks to explain why he remains resolute in the face a rising number of calls for the return of inflation. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 19 min
Aug 2, 2020
The End Game Ep. 5 - Russell Napier
Bill and Grant welcome Russell Napier to The End Game to discuss the reasons behind the long-term disinflationist's recent decision to step off that train and prepare for the return of inflation. Using examples from the 1690s, 1930s and 1970s, Russell makes the case for inflation in the United States hitting 4% before the end of the year and explains why recent moves by the U.S. government to circumvent the Federal Reserve have changed the game dramatically and, potentially, bring The End Game much closer. Russell offers a primer on real financial repression and explains how dangerously different the world may look in the not-too-distant future. Strap yourself in - this is another head-spinning conversation. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 16 min
Jul 20, 2020
The End Game Ep. 4 - Jim Grant
Bill and Grant welcome the legendary Jim Grant, founder and editor of Grant's Interest Rate Observer, and author of a number of stupendous chronicles of both financial history and those who helped shape it. The three discuss the importance of historical parallels to today's somewhat bemusing coin shortage before digging deeper into the past to examine previous inflationary episodes and discuss what lessons they might offer for our immediate future as we move towards The End Game. As always, Jim brings an encyclopaedic knowledge wrapped in an eloquence and humour sadly lacking in today's financial commentary. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 12 min
Jul 10, 2020
Super Terrific Happy Hour Ep. 5 - Yet Another Super Terrific Guest
Stephanie and Grant are joined by an old friend, Dave Iben, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors - one of the great value investors of his generation. The three discuss the art of value investing, the challenges it faces in today's market environment and why it's a bad idea to write any obituaries for the strategy just yet. Dave talks about the cycles he's witnessed over his career as he gets ready to enter his fifth decade in the business, the lessons he's learned and offers some thoughts on where value can be found off the beaten path as equity markets scream towards all-time highs. A masterclass in what is, sadly, fast-becoming a lost art...
1 hr 28 min
Jul 6, 2020
The End Game Ep. 3 - Mike Green
Bill and Grant welcome a towering intellect in the shape of Mike Green of Logica Advisors, to discuss the role passive investing may have to play in The End Game. What follows is a good old-fashioned schooling, as Mike outlines the genesis of his work on passive's effect on the markets, the extraordinary influence it has on the world today and the way that's likely to change as we move towards The End Game. If your head isn't spinning after this remarkable conversation, then that sure as hell isn't Mike's fault... Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 44 min
Jul 1, 2020
Super Terrific Happy Hour Ep. 4 - Another Super Terrific Guest
Stephanie and Grant welcome the stupendous Sy Jacobs, founding and managing member of JAM Partners to the Super Terrific Happy Hour for a wide-ranging conversation that begins in the 1980s, when Sy found himself in the centre of the nascent MBS market, and ends with a look at opportunities in today's markets and an idea that will really blow your hair back. Along the way, we ponder Yield Curve Control, the Robinhood phenomenon and much, much more. In a world of soundbites, this is a rare chance to listen to someone who really knows his corner of the market from the ground up. Enjoy... Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 32 min
Jun 15, 2020
The End Game Ep. 2 - The Lord Of The Dark Matter
Bill and Grant are joined by long-time source and master of the financial system plumbing, The Lord Of The Dark Matter, who finally reveals his true identity after a decade of anonymity. The three discuss inflation, the bond market, the options available to central banks and how they might achieve "Cold Fusion". A fascinating conversation with a true master of his craft. Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 58 min
Jun 11, 2020
The Narrative Game with Ben Hunt Ep. 2 - The Three Phases Of Narrative
Ben and Grant discuss the media reaction to George Floyd's murder and the subsequent protest movement sweeping across the world. Ben explains the three phases of narrative control in a given situation and demonstrates how, even with an event as explosive as the murder of a citizen by those sworn to serve and protect, a golden opportunity for the public to be manipulated presents itself to those looking for leverage... Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
Jun 7, 2020
The End Game Ep. 1 - The Art Of Short Selling & A Mystery Guest
Bill Fleckenstein and Grant Williams embark on a journey to try and piece together what The End Game for financial markets might look like. Will central banks have the printing press taken away from them by the bond market or will we achieve what Bill terms 'Cold Fusion'? Joining the podcast this week is a special guest who dreamed up this whole cockamamie idea... Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 12 min
May 27, 2020
Super Terrific Happy Hour Ep. 3 - Super Terrific Guest
Stephanie and Grant welcome the legendary Bob Rodriguez, former helmsman of First Pacific Advisors, to the Super Terrific Happy Hour to talk about his extraordinary career, how he'd handle today's unusual environment, his amazing family history and how the chance reading of a book on racecar driving helped him thwart Louis Rukeyser... A conversation that's both Super AND Terrific. Happy? Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
1 hr 27 min
May 26, 2020
016 - Hmmminar Series - Neil Howe (22 May 2020)
Neil Howe rounds out Part II of The 2020 Hmmminar Series with a fascinating look at how Covid-19 has accelerated the Fourth Turning, offering a sobering assessment of our immediate future. Neil and Bill Strauss predicted that 2020 would be an 'accelerator year' and he warns that the next decade will be where 'most of the action happens'.
1 hr 6 min
May 26, 2020
015 - Hmmminar Series - Diego Parrilla (21 May 2020)
Diego Parrilla joins the Hmmminar Series to talk about his framework for investing in Anti-Bubbles. Diego explains the strange goings on in oil markets recently, the dangers posed by volatility and outlines gold's importance in a portfolio
1 hr 17 min
May 26, 2020
014 - Hmmminar Series - David Rosenberg (20 May 2020)
David Rosenberg sifts through the economic data during the recent pandemic to issue a warning that economic reality awaits asset markets in the near future. Rosie also offers the lessons learned from his first day on Wall Street and muses on the likely inflationary future awaiting us
May 26, 2020
013 - Hmmminar Series - Peter Zeihan (19 May 2020)
Peter Zeihan takes us on a whirlwind tour of key nations around the world, identifying their strengths and weaknesses in an age of change as the United States slowly dismantles the post-WWII global order
1 hr 1 min
May 26, 2020
012 - Hmmminar Series - Jesse Felder (18 May 2020)
Jesse Felder joins Grant to discuss the conflicting signals being sent by economic data and asset markets and how they might resolve themselves, the effect of an explosion in retail trading on equity prices plus his short-term nervousness about gold
May 19, 2020
The Narrative Game with Ben Hunt Ep. 1 - The V-Shaped Recovery
In the first of a series of podcasts designed to help listeners explore and understand the way narrative is used to guide nudge public opinion and steer investor psychology, Ben and Grant discuss 'Green Shoots', 'Whatever It Takes' and the now-ubiquitous 'V-Shaped Recovery'.
May 16, 2020
Super Terrific Happy Hour Ep. 2 - Inflation/Deflation
Grant & Stephanie reconvene to discuss 'flations of all shapes and sizes, pondering whether inflation, deflation or stagflation (or a combination of the three) will be the likely battle for which investors need to prepare...
May 3, 2020
Super Terrific Happy Hour Ep. 1 - Connect/Disconnect
Join Stephanie Pomboy & Grant Williams for an irregular series of podcasts about the world of finance, markets, the economy and much, much more. In the first Super Terrific Happy Hour, the two discuss the strong disconnect between data and markets, the strong connection between unemployment and default rates, Europe, China and the post-Covid world we're likely to inhabit. Fun for all the family…well, most of the family
Apr 21, 2020
011 - Hmmminar Series - Peter Atwater (17 April 2020)
Peter Atwater rounds out The 2020 Hmmminar Series with a fascinating look at the importance of mood and confidence as the foundations of, not only asset markets, but the entire social construct and outlines how understanding this can help investors make better decisions.
Apr 21, 2020
010 - Hmmminar Series - Jawad Mian (16 April 2020)
Jawad Mian, author of Stray Reflections joins The 2020 Hmmminar Series to talk about philosophy's place in building a market framework, the end of the Silicon Valley bubble, Middle Eastern politics, and a Karmic Reset...
1 hr 2 min
Apr 21, 2020
009 - Hmmminar Series - Dr. Simon Ogus (15 April 2020)
Dr. Simon Ogus joins us from Hong Kong to discuss the ongoing evolution of China's place in Asia and beyond, how multinationals are preparing for a very different future post-Covid-19, and how Japan may provide many of the political and monetary keys to the region.
Apr 21, 2020
008 - Hmmminar Series - Stephen Diggle (14 April 2020)
Steve Diggle joins the Hmmminar series to talk about the volatility environment now vs 2008 and where he sees value for both traders and investors. Steve discusses inflation hedges, the likelihood of a Fourth Turning, and explains why gold is a 'no-brainer'.
1 hr 11 min
Apr 17, 2020
007 - Hmmminar Series - Stephanie Pomboy (10 April 2020)
Steph Pomboy of MacroMavens offers her thoughts on the Fed's move into junk, the alarming outlook for unemployment and the deficit, the problems posed by the 'New Corporate Normal' and Trump's propensity to default on the US debt...
1 hr 2 min
Apr 17, 2020
006 - Hmmminar Series - Gold Panel (9 April 2020)
Ned Naylor-Leyland, Simon Mikhailovich, David Fergusson, Egon von Greyerz and Ronni Stoferle discuss the economic environment, what policy action means for gold, the possibility of inflation and the landscape for investing in precious metal mining stocks...
1 hr 15 min
Apr 17, 2020
005 - Hmmminar Series - John Hussman, Ph.D (8 April 2020)
John Hussman, Ph.D discusses his valuation framework, the problematic 12-year expected equity returns, the most likely inflation outcome and shows why we're a long way from a slam-dunk buying opportunity.
1 hr 3 min
Apr 17, 2020
004 - Hmmminar Series - Marc Cohodes (7 April 2020)
Marc Cohodes pulls no punches talking about his battles against fraudulent companies explains his tactics for trading short and tells us why he’s long Camping World.
1 hr 8 min
Apr 17, 2020
003 - Hmmminar Series - Brent Johnson & Luke Gromen (6 April 2020)
Luke Gromen & Brent Johnson offer their contrasting thoughts on the likely path of the dollar, the upheaval it will cause no matter which of them proves to be correct, and what it means for gold.
1 hr 11 min
Apr 17, 2020
002 - Hmmminar Series - Hugh Hendry (3 April 2020)
A reflective, engaging and brutally honest Hugh Hendry returns to talk about his personal journey, his thoughts on an environment perfect for his former strategies, and how to manage the kind of stress enveloping investors in today's markets
1 hr 11 min
Apr 17, 2020
001 - Hmmminar Series - Dr. Pippa Malmgren (2 April 2020)
Pippa Malmgren kicks off the 2020 Hmmminar Series with a fascinating conversation about a possible once-in-a-lifetime solution to the global debt burden, the political landscape in the US and the likely return of inflation.
1 hr 4 min